Retirement plan

WPMG 401(K) RETIREMENT SAVINGS PLAN

Name: WASHINGTON PERMANENTE MEDICAL GROUP - WPMG 401(K) RETIREMENT SAVINGS PLAN (2018) Form 5500
Creator: WASHINGTON PERMANENTE MEDICAL GROUP
License: https://www.dol.gov/general/disclaim
Keywords: Form 5500, ERISA, retirement plan, WPMG 401(K) RETIREMENT SAVINGS PLAN, WASHINGTON PERMANENTE MEDICAL GROUP

WASHINGTON PERMANENTE MEDICAL GROUPEIN 91-1841629Plan #001PY 2018

1300 SW 27TH STREET - RENTON, WA 98057206-630-4320wpmgcareers.orgLinkedIn1001-5000 employeeshospital & health care

Other plans on this EIN

2 filings

#003Retirement-$58.0M assets #004Retirement-$12.8M assets

Prospect flagsHigh assets / participant

How to read this page

Total assets (EOY)

$939.6M

-9.8% from 2016

Total participants

2,184

-9.2% from 2016

Average account balance

$494,028

-5.7% from 2016

Annual return

-4.50%

-10.79 pp from 2016

Benchmarks

See 1,316 peers

Peer group

Industry62 - Health Care and Social Assistance

Plan typeDefined contribution

Participants1,000-4,999

Cohort1,316 peers

Snapshot2018

Free accounts unlock saves, downloads, and 3-year history.

Analytics

Total assets (EOY)

Plan-year ending balance

$1.47B

Not enough data

1 years with asset history on file

Average account balance

Total assets / participants with a balance (line 6g)

$654K

Not enough data

1 years with per-participant data

Participants with account balance

Stacked by status: active / separated vested / retired or beneficiary. Total = line 6g.

2,248

Not enough data

1 years with headcount on file

Eligible Participants and Participation

Bars: eligible actives (line 6a). Line: derived rate = active employees with a balance / 6a.

92.1%

Not enough data

1 years with eligibility data

Contributions (total)

Employer and participant dollars contributed each year

$74.41M

Not enough data

1 years with contributions on file

Contributions per participant

Average employer and participant contribution per enrolled participant

$45K

Not enough data

1 years with per-participant contribution data

Asset flow

BOY + contributions + return - distributions = EOY

Year

Annual return

Diverging bars; negative years highlighted

+15.48%

Not enough data

1 years with return on file

Admin fee / account holder

Total admin expenses / participants with a balance (line 6g)

$269

Not enough data

1 years with admin cost on file

Asset composition

Cash / stocks / bonds / mutual funds / real estate / loans over time

Not enough data

1 years with F_SCH_H allocation on file

Free accounts unlock saves, downloads, and 3-year history.

Service providers

Top 10 of 22 by compensation

Provider	Service type	Compensation
T ROWE PRICE RPS INC1 year Service code 15 100 EAST PRATT STREET · BALTIMORE, MD 21202	Recordkeeping	$114,266
MERCER4+ years Service code 27 · EIN 61-0736136	Advisory (Plan)	$105,664
LPL FINANCIAL1 year Filed as: KMS FINANCIAL SERVICES INC Service code 26 · EIN 91-0850651	Advisory (Participants)	$76,686
PINKERTON RETIREMENT SPECIALISTS1 year Filed as: PINKERTON RETIREMENT SPECIALIS Service code 26 · EIN 82-0494856	Advisory (Participants)	$33,370
CHARLES SCHWAB & CO., INC.1 year Service code 33 · EIN 94-1737782	Direct payment from the plan; Securit...	$30,187
EMPIRICAL FINANCIAL SERVICES L1 year Service code 26 · EIN 27-2114998	Advisory (Participants)	$23,218
MERCER1 year Filed as: MERCER GLOBAL ADVISORS INC Service code 26 · EIN 74-3257877	Advisory (Participants)	$19,908
KILEY JUERGENS WEALTH MANAGEMENT1 year Filed as: KJWM LLC Service code 26 · EIN 27-0811624	Advisory (Participants)	$19,221
COLDSTREAM WEALTH MANAGEMENT1 year Service code 26 · EIN 93-1052371	Advisory (Participants)	$18,943
FISHER INVESTMENTS1 year Service code 26 · EIN 20-2480800	Advisory (Participants)	$18,888

Plan features & details

Pension benefit codes2E2F2G2J2R2T

Plan features

2E
Profit-sharing
Profit-sharing plan.
2F
ERISA section 404(c) plan
This plan or any part of it is intended to meet the conditions of 29 CFR 2550.404c-1 (shifting investment responsibility to participants).
2G
Total participant-directed account plan
Participants have the opportunity to direct the investment of all of the assets allocated to their individual accounts regardless of whether 29 CFR 2550.404c-1 is intended to be met.
2J
Code section 401(k) feature
Cash or deferred arrangement described in Code section 401(k) that is part of a qualified defined contribution plan under which employees may elect to defer part of their compensation or receive these amounts in cash.
2R
Participant-directed brokerage accounts
Participant-directed brokerage accounts provided as an investment option under the plan.
2T
Default investment account
Total or partial participant-directed account plan where plan uses a default investment account for participants who fail to direct assets in their account.

Opportunity flags

1 tripped

InformationalHigh assets / participant
Assets per participant exceed $250,000 - top-decile high-value plan.

Expense breakdown

Schedule H Part II

Admin total

$560K

$336 / participant

Investment mgmt$413K73.8%
Other / not subdivided$147K26.2%

% of EOY assets

0.060%

all-in expense ratio

Categories reported

1 / 9

subdivided buckets used

Audit opinion

Schedule H Part III

Disclaimer opinion

Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.

Auditor firm: MOSS ADAMS
Auditor EIN: 910189318
Audit fees: (not subdivided)
Opinion code: Disclaimer

Metric

This plan

Peer set

Industry

Size

Avg account balance

$494,028

$45,382+988.6%

$154,110+220.6%

$75,289+556.2%

Participation rate

83.1%

65.9%+17.2pp

83.0%0pp

72.4%+10.7pp

Annual return

-4.50%

-0.47%-4.0pp

735.22%-739.7pp

-0.04%-4.5pp

Employer contribution / active EE

$17,902

$1,533+1067.9%

$5,298+237.9%

$2,405+644.4%

Participant deferral / active EE

$12,267

$2,384+414.6%

$5,081+141.5%

$3,739+228.1%

Admin fee / account holder

$294

$89+229.6%

$13,412-97.8%

$102+187.8%

Provider

Service type

Compensation

T ROWE PRICE RPS INC1 year

Service code 15

100 EAST PRATT STREET · BALTIMORE, MD 21202

Recordkeeping

$114,266

MERCER4+ years

Service code 27 · EIN 61-0736136

Advisory (Plan)

$105,664

LPL FINANCIAL1 year

Filed as: KMS FINANCIAL SERVICES INC

Service code 26 · EIN 91-0850651

Advisory (Participants)

$76,686

PINKERTON RETIREMENT SPECIALISTS1 year

Filed as: PINKERTON RETIREMENT SPECIALIS

Service code 26 · EIN 82-0494856

Advisory (Participants)

$33,370

CHARLES SCHWAB & CO., INC.1 year

Service code 33 · EIN 94-1737782

Direct payment from the plan; Securit...

$30,187

EMPIRICAL FINANCIAL SERVICES L1 year

Service code 26 · EIN 27-2114998

Advisory (Participants)

$23,218

MERCER1 year

Filed as: MERCER GLOBAL ADVISORS INC

Service code 26 · EIN 74-3257877

Advisory (Participants)

$19,908

KILEY JUERGENS WEALTH MANAGEMENT1 year

Filed as: KJWM LLC

Service code 26 · EIN 27-0811624

Advisory (Participants)

$19,221

COLDSTREAM WEALTH MANAGEMENT1 year

Service code 26 · EIN 93-1052371

Advisory (Participants)

$18,943

FISHER INVESTMENTS1 year

Service code 26 · EIN 20-2480800

Advisory (Participants)

$18,888

WPMG 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

WPMG 401(K) RETIREMENT SAVINGS PLAN

Summary metrics

Benchmarksi

Analytics

Service providersi

Plan features & details

Opportunity flagsi

Expense breakdowni

Audit opinioni

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion

Benchmarks

Service providers

Opportunity flags

Expense breakdown

Audit opinion